Kryptos Platform Guide: Basic Account Setup and Settings
Welcome to the Kryptos Platform Guides. This document is designed to help you set up your Kryptos account quickly and efficiently, ensuring you’re well-equipped to manage your crypto accounting, portfolio, and tax calculations with ease.
Signing Up
Navigate to Kryptos.io and click on the Sign Up button.
You have three options for signing up:
Use your Google account
Use your Apple account
Sign up with an email address
Recommended: Signing up with Google is preferred for a smoother registration process.
Select Your Home Country
Choose your home country from the dropdown list. This step is crucial as Kryptos tailors your experience based on your country's national laws, including the cost basis method and transaction types.
For demonstration purposes, if yo-u select the UK as your country, Kryptos will automatically set your base currency, time zone, and cost basis method accordingly.
Note: You can modify these settings later if needed.
Platform Navigation
After selecting your country, click on Continue to proceed.
Take a moment to go through the introductory cards. These provide valuable insights on navigating the Kryptos platform efficiently.
Quick Feature Overview
Add Wallets and Exchanges: Easily link your crypto wallets and exchange accounts for seamless portfolio management.
Review Transactions: Access a comprehensive view of all your crypto transactions in one place.
Tax Reports: Generate accurate tax reports that comply with your jurisdiction's laws.
Portfolio Management: Analyze your portfolio allocation for better investment decisions.
Liquid Holdings: Keep track of your liquid assets and overall financial health.
Basic Account Settings
Click on the My Account icon in the top right corner and navigate to Settings.
Here, you can manage your basic account information, adjust settings, change passwords, customize notifications, and view invoices for any subscribed paid plans.
In Basic Settings, changing your country will automatically update all templates to match your new location. This ensures that you remain compliant with local regulations without having to worry about the details.
Conclusion
This guide has walked you through the basic steps of setting up your Kryptos account. For more information on the integrations we support, including over 3000+ DeFi protocols, major crypto exchanges, wallets, and blockchain networks, visit Kryptos.io/integrations.
If you have any questions or need further assistance, don’t hesitate to reach out to us at [email protected].